Keith Schwartz Email & Phone Number
National Accounts Director – VP Investor Services @ Guardian Capital Group
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Keith Schwartz Location
- Boca Raton, FL, US
Keith Schwartz Work
- National Accounts Director – VP Investor Services @ (July 2024 - Present)
- Regional Director and Key Account Manager - VP Investor Services @ (July 2016 - July 2024)
- Vice President @ (February 2016 - June 2016)
- Managing Director, Regional Sales Director for SE United States @ (January 2006 - January 2016)
- Vice President, Regional Sales Manager. @ (January 2001 - January 2006)
- SE Regional Vice President - Business Development @ Ivy Mackenzie Funds (January 1996 - January 2001)
- Financial Consultant @ (January 1994 - January 1996)
- Public Relations, Sales Associate @ Payne Financial Group (January 1993 - January 1994)
Keith Schwartz Education
- NYU Stern School of Business
Bachelor of Science Degree in Finance & Economics
Keith Schwartz Skills
- Account Management
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Asset Under Management Growth
- Brand Awareness & Expansion
- Business Development
- Business Relationship Management
- Cross-Functional Team Collaboration
- Cross-functional Collaborations
- Cross-functional Coordination
- Due Diligence & Analysis
- ETFs
- Equities
- Financial Intermediaries Relationship Management
- Hedge Funds
- Investment Advisory
- Investment Strategies & Products
- Investments
- Key Account Acquisition & Retention
- Key Account Development
- Key Account Relationship Building
- Mutual Funds
- Portfolio Management
- Product Penetration & Diversification
- SMA
- Sales & Marketing Strategies
- Separately Managed Accounts
- Series 7
- Traditional & Sub-advisory Wholesaling
- UMA
- Wealth Management
Keith Schwartz Summary
- Keith Schwartz, based in Boca Raton, FL, US, is currently a National Accounts Director – VP Investor Services at Guardian Capital Group. Keith Schwartz brings experience from previous roles at Guardian Capital Group, AMG Funds, Aston Asset Management and ABN AMRO ASSET MANAGEMENT. Keith Schwartz holds a Bachelor of Science Degree in Finance & Economics @ NYU Stern School of Business. With a robust skill set that includes Account Management, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Keith Schwartz has 3 emails and 7 mobile phone numbers on RocketReach.
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